Choosing a professional insurance Agent/Broker can be difficult. There are more Agents/Brokers than Starbucks and 7-Elevens combined. Most have professional websites, are willing to quote you, and work with multiple insurance companies. How do you know who to choose? What makes one better than the other? Does it really matter?
The answer to the last question is YES. It does matter. You want an Agent/Broker you can trust, who will provide professional advice, and who will do what is in your best interest. While this makes sense, how do you know which Agent/Broker meets these criteria? We believe by offering value and the following services even before you start working with us demonstrates our commitment to live up to our Company Mission and Core Values.
Complimentary Reviews of your Current Policies – No Obligation
We offer complimentary insurance reviews (see sample). This is our commitment to “Evaluating” people’s current coverage versus their potential needs. If you are interested in an Auto, Home, Earthquake, Umbrella, Rental Property insurance review, please provide us with the requested information. We also offer reviews of Business policies. Request a Business Insurance review. As mentioned above, we will not sell your e-mail or add you to our mailing list.
Ask us an Insurance Question – No Obligation
We offer the opportunity to ask any insurance question you want without any obligation. Ask any insurance question and we will respond within two business days. We will not sell your e-mail nor will we add you to our mailing list unless you specifically request it. This is part of our Mission to “Educate” people on how insurance works.
Side-by-Side Insurance Coverage Reviews and Proposals Versus just a Quote
We offer side-by-side comparison proposals (see sample). Most Agents/Brokers will provide you a quote and then leave it up to you to figure out if it is better than what you currently have. Unfortunately, insurance policies offer different levels of coverages, different endorsements, and policy provisions which may not be easily understood. While the new quote you received might be lower than what you are paying, wouldn’t it be more valuable to see the coverage differences side-by-side along with an explanation of what the differences mean and why they are important? This reflects our commitment to “Explain” concepts so that people are better informed and can make better choices.
We offer the above before you become a client. However, the differences do not stop there. Our goal is to develop long-term trusted relationships with our clients. We understand that takes time and are committed to the following:
We Encourage Clients’ Questions
Support Through the Claims Process
We Provide Professional Advice even if You do Not Become a Client
We recognize that sometimes we are unable to offer a better solution with our insurance companies. In those circumstances, we don’t try to “sell” you something, rather we look for opportunities to help make your existing insurance coverages better. We are committed to helping people with their insurance, even if we are not the Agency/Broker to write it. The following testimonials is one of our favorites.